To query for a user object for example, on the lookup component you could select an Object API Name of value "Case" and Field API Name of value "CreatedById" and this appears to perform a SOSL lookup of all fields on the User Object since CreatedById is of field type: Lookup (User). Share Improve this answer
Full Answer
What is lookup in Salesforce flow?
Lookup Screen Component in Salesforce Lightning Flow Lookup Screen Component in Salesforce Lightning Flow: Salesforce has released a new screen component – Lookup. As the name suggests, this new screen component lets users search for a record in a flow just like a lookup field in Salesforce.
How do I reference a lookup field in a flow?
Note: If you reference a custom lookup field, don’t forget to include “__c.” This is the end product: Now, if you need to reference the selection in your flow, under Screen Components, find the API name of your lookup component and select the field that you would like shown.
How to link survey records to account records in Salesforce?
For that, we need to link the survey record to the account record by mentioning a value on the lookup field in the flow. In the above screenshot, I have added a lookup field by the name of Account since I want to display the account records in my lookup field.
What is the use of picklist screen in Salesforce?
As the name suggests, this new screen component lets users search for a record in a flow just like a lookup field in Salesforce. Before this, the only option to select a record in the flow was to use the picklist screen component and each picklist value will denote a separate record of an object.
How do you use a lookup field in a flow?
6:277:43Salesforce Flows Episode 03: How to create a Lookup field in Screen FlowYouTubeStart of suggested clipEnd of suggested clipClick on edit. Page. Just choose flow drag overflow. And select the opportunity flow createMoreClick on edit. Page. Just choose flow drag overflow. And select the opportunity flow create opportunity with account lookup click save.
How do I use lookup in Salesforce screen flow?
Store the Lookup Component's Values in the Flow To store values manually, select Manually assign variables (advanced). All attributes are available to store in flow variables, but most likely you must store these attributes. The ID of the record that the user selects. You can store this value in a Text variable.
How do I add a record lookup in flow?
To add and configure a Record Lookup element:From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.From the Palette, drag the Record Lookup element onto the canvas.Enter the general settings for the element. ... Select the object to identify which record type to look up.More items...
What is fast lookup in flow Salesforce?
The Fast Lookup element allows you to search records in Salesforce and save results into SObject variable or SObject Collection variable. The difference between Record Lookup and Fast Lookup is as follows: Record Lookup. Fast Lookup. This allows you to save only one record field value.
What are lookup fields in Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
What is dependent lookup?
A dependent lookup is a relationship field with a lookup filter that references fields on the source object. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field.
How do I find my record ID in lightning flow?
We'll walk through the steps of being able to access the recordId in the flow.Create A Variable In Your Flow To Store The Record Id. Let's create a variable called recordId, we will then assign the Id of the current record to this variable so it can be used in our flow. ... Edit The Lightning Page That The Flow Is On.
How do I use flows in Salesforce?
How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.
What are difference between lookup and fast lookup data elements in flow?
Lookup record will return only first matching record. If you want to get all matching record, you should use Fast Lookup. In the fast lookup it will show all the record with given prefix. Fast lookups are more powerful, primarily due to a few key features that are not available in record lookups.
Creating Lookup Field in Flow
So far we learn about what is Salesforce flow builder and screen flow. In this session we will learn about how to create lookup field and Picklist field in flow. Lookup is one of the Flow Screen Input Component and Picklist let users choose from a list of options in a picklist format.
Scenario
Create Opportunity Record using Screen flow which will have following fields
Recording
How to Use the Lookup Screen Component in Salesforce Lightning Flow. Lets see the below sessions.
Further learning
If you are new to Salesforce then please check our Salesforce Admin Training here. Check out the our YouTube, and don’t forget to subscribe to our channel, so that you’re notified right away when a new video is available.
Can you specify an API name?
For the Field API Name, you must use a API name of an existing sObject and field. For example, if you want to lookup an account, you cannot specify the Account as the sObject and the field is Name. Rather, you can specify Contact as the sObject and the field as AccountId.
Can OwnerID be used as a lookup?
OwnerId can’t be used as a lookup – use CreatedBy if you need to look up users. Business Use Case: Addison Dogster is the system administrator at Universal Containers. Addison received a requirement to show a lookup in a screen flow.
What is the Winter 20 release of Salesforce?
The Winter ’20 Salesforce Release added a highly sought after piece of functionality – the ability to lookup a record within a flow screen . This eliminates the need to build a workaround solution for users to find records.
Can you pull global variables from a flow?
Most resources in flow only allow users to pull in Global Variables from the flow itself. The only resource that will allow you to find details from Global Variables outside the flow is a Formula Resource. Global Variables behave like any other record lookup, except they pull values about the current session.
